Arca Raises $64M to Scale Wealth Management
June 29, 20269 min
Breakthrough wealth management company emerges from stealth with a model built around the advisor-client relationship, supported by purpose-built AI infrastructure
Fruitful Launches Money Map, Automates Financial Advice Execution
September 30, 202510 min
Money Map Automatically Sets Up Accounts, Funds Routing Rules, and Automated Transfers Across Bills, Spending, Saving, and Investing, Helping Members Follow Through on Advice and Reduce Financial Stress
Facet Expands Membership to Include Tax Preparation & Filing
September 26, 20255 min
Latest move makes integrated tax filing and planning a seamless part of Facet’s flat-fee membership, now serving 24,000+ members with $5 billion in assets
Conquest and BMO Launch ‘My Financial Progress’ Digital Tool
July 24, 20255 min
BMO clients will have access to Conquest’s planning platform, enabling the creation of hyper-personalized plans that evolve in real-time
Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.
Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
Brian McDonald Joins TIFIN as Executive in Residence
March 11, 20254 min
TIFIN, the AI platform for asset, wealth and insurance announces that Brian McDonald has joined TIFIN as an executive in residence. As an executive in residence Brian will provide guidance to some of the TIFIN products and also explore new opportunities in partnership with TIFIN Studios. He will join the boards of TIFIN @Work and TIFIN Give. TIFIN @ Work is the first workplace platform that is designed to drive advisor growth and TIFIN Give is a modern philanthropy platform to power giving for...
Alpha Capital Family Office Launches intelliflo redblack to Fuel Momentum
February 14, 20254 min
RIA quickly, efficiently implements intelliflo’s award-winning rebalancing and trading platform
Why Fintech and Retail Should Trade Best Practice Playbooks for Success
January 15, 202511 min
Unlock growth by trading best practices between fintech and retail, driving innovation and customer satisfaction.
intelliflo redblack delivers 110+ customer-driven product enhancements
December 17, 202425 min
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...